Creative Planning
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Creative Planning’s Metropolitan Bank Holding Corp MCB Stock Holding History

Creative Planning’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.03M Buy
14,730
+8,271
+128% +$579K ﹤0.01% 1820
2025
Q1 		$362K Buy
6,459
+5
+0.1% +$280 ﹤0.01% 2576
2024
Q4 		$377K Buy
6,454
+1,214
+23% +$70.9K ﹤0.01% 2479
2024
Q3 		$276K Buy
+5,240
New +$276K ﹤0.01% 2580